Thread by @studios

Ryan Reeves @investing_city
How to expand your circle of competence?

• What to study
• How to study
• Approaching risk
• Big picture on genomics

What to study?

• Natural curiosity
• Fast-growing companies
• Cost-curves declines
• Value chains
• Margins
• Tech-trends

How to study?

• Google
• Jargon digging
• Competitive landscape
• YouTube
• Source material
• Track your learning (take notes)

Ryan shares his vision on taking risks:

• Thinking you know more than you do
• Position sizing
• What are the main drivers in this industry

When it comes to one of Ryan's favorite topics, #Genomics, here is how he approaches the industry risk.

The podcast host mentioned @ARKInvest $ARKG Genomic Revolution ETF as a great reference.

This ETF focuses on Exposure to CRISPR, gene editing, therapeutics, agricultural biology, and health care innovation.

Ryan recommends two fintwit pros to follow that are sharing excellent resources constantly:

@sbarnettARK
@hiddensmallcaps

Here is one thread from Simon to get a taste:

https://twitter.com/sbarnettARK/status/1354971215379767299

Although the topic is difficult to approach, Ryan does it with so much ease.

Ryan ends with the fact that his favorite Founder and CEO is @toby from Shopify.

If you enjoyed this summary, be sure you check the full recording of the @FintwitSummit including the Q&A with @SeifelCapital and @dhaval_kotecha.

Follow Ryan ▶️ @investing_city

And listen to his podcast episodes to boost your investing!

investingcity.org/podcast

This is just one of the #ftw2021 summary. For more ⤵️

https://twitter.com/studios/status/1373684415537233925